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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

In just a few simple steps, you can enable countless team members to accelerate their progress and achieve their objectives. Our platform integrates effortlessly with a variety of applications such as Salesforce, Zendesk, Outreach, Stella Connect, and many more. Utilize a wide range of templates or design your own custom goals using Pathlight's sophisticated metric creation workflows. Thanks to Pathlight’s intelligent organization chart, you can implement your goals within minutes. Across every office and in every country, ensure that everyone is aligned with the same information. With a single click, you can recognize your team's achievements or deliver focused coaching to individuals. Performance data is automatically included in every message, streamlining the process. If you notice a team member struggling, our 20+ customizable coaching templates make it easy to provide the necessary support. Enhance the effectiveness of your 1:1 meetings with our ready-made agenda templates, ensuring that every discussion is purposeful. This approach not only boosts performance but also fosters a culture of continuous improvement within your team.

Description

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Ashby
GenRocket
Google Chrome
Google Workspace
Outreach
Slack
Stella Connect
Zendesk

Integrations

Salesforce
Ashby
GenRocket
Google Chrome
Google Workspace
Outreach
Slack
Stella Connect
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pathlight

Founded

2017

Country

United States

Website

www.pathlight.com/product/how-it-works

Vendor Details

Company Name

Scratchpad

Founded

2019

Country

United States

Website

scratchpad.com

Product Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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